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After decades of rapid globalisation, national economies and financial systems are more closely connected than ever before. At the same time, open markets and free competition are increasingly under criticism and even restricted. A major part of the work of Deutsche Bank Research therefore focuses on how Europe fares in an international comparison, how changing structures and the regulatory framework influence the development of financial service providers, their clients and financial markets globally, and which opportunities and risks result from long-term megatrends such as climate change, demographic change, digitalisation and new forms of mobility.

376 Documents
    
June 7, 2023

World Outlook: The Waiting Game…

Region:
International
Thematic Research
Analyst:
David Folkerts-Landau, Jim Reid
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [more]
1
June 7, 2023

AI in action: where is the smart money going?

Region:
International
Podzept (Podcast series)
Analyst:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps. [more]
2
May 31, 2023

Video: Products in the quant FX space

Region:
International
dbInSights - public
Analyst:
Rohini Grover
With the rapid advancements in technology and the increasing availability of high-quality data, quantitative FX research is becoming more sophisticated, allowing financial institutions and investors to make more informed decisions and navigate the complex and volatile foreign exchange markets. In a new video Rohini Grover, FX strategist, provides an overview of Deutsche Bank Research’s offerings in the FX quant space.

[more]
5
May 30, 2023

Can AI help high-labour firms to boost returns?

Region:
International
Podzept (Podcast series)
Analyst:
Adrian Cox, Luke Templeman, Olga Cotaga
Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come. [more]
6
May 25, 2023

Video: Why dbResearch is focusing on AI and chatbots

Region:
International
dbInSights - public
Analyst:
Adrian Cox
Artificial Intelligence has been a sizzling hot topic since ChatGPT was launched at the end of November. For once, the hype may be (almost) justified. At Deutsche Bank Research, we thought it was time to take a step back to give a clear perspective for investors and businesses, and to dig into what the latest flavour of AI, Generative AI, will really mean for our future. [more]
8
May 24, 2023

Can AI save high-labour firms?

Region:
International
Thematic Research
Analyst:
Luke Templeman, Olga Cotaga
Companies with a large number of employees have a big problem. Quite simply, they fail to extract as much value from each staff member as do low-staff firms. Indeed, labour-intense firms tend to have a lower market cap, thinner margins, and lower growth rates.
AI may be the way forward. In this piece, we argue that AI will make workers more productive, particularly in high-staff firms. The reason is that the profitability of high-staff firms has the highest leverage to the performance of their labour force. AI will help upskill them and streamline repetitive and mundane tasks that are more prevalent in high-staff companies. [more]
9
May 23, 2023

Generative AI and ChatGPT 101

Region:
International
Thematic Research
Analyst:
Adrian Cox
Next week will mark six months since the launch of ChatGPT, the chatbot based on OpenAI’s GPT-3.5 large language model. There has been an extraordinary flurry of launches, hype and activity since then. Even in the past week, OpenAI, Google and Meta announced fresh products, OpenAI’s CEO testified in Congress, and the G7 called for “guardrails” on AI, among many other developments. [more]
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